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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (36583)	8/10/2000 6:04:30 PM
From: Wanderer	Respond to of 70976

Tony, I agree with you. As the applications for chips expands and goes well beyond just PC's there will be far less boom and bust cycles for AMAT Wanderer

To: Tony Viola who wrote (36583)	8/10/2000 6:34:01 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Tony, I for one agree that this cycle is different. It is the first cycle with the internet(please no talk about arpanet), the first with wireless, and the first where everyone NEEDS fast access(broadband). Too many people IMHO have a cookie-cutter analysis that this cycle is almost over because we are X months into it and look what happend last time at X months into it. History sometimes repeats, but not always; and when it does, it is unpredictable and impossible to forecast. BK

To: Tony Viola who wrote (36583)	8/10/2000 7:43:01 PM
From: michael97123	Read Replies (2) \| Respond to of 70976

Cary, >Doom (the down cycle) is lurking out there. How far out is the only question. WRONG Everything is different about the modern world. You only repeat history when you don't pay attention to it. The Fed pays attention. The democrats are now tightwads in practice with the national debt. The republicans gave us supply side which while it doesnt work by itself works well in conjunction with demand side Keynsian models. People, we are ok. If we are not diligent we will have another world war and the semicycle decline will be back. But we are paying attention--government, business, even labor with moderate wage demands and business reluctant to raise prices. The dangers are still there but there is no inevitablity about wars,cycles etc..